Addison Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
2,466
+72
| +3% | +$4.38K | 0.04% | 254 |
|
|
2025
Q1 | $137K | Buy |
2,394
+60
| +3% | +$3.45K | 0.04% | 257 |
|
|
2024
Q4 | $115K | Buy |
2,334
+394
| +20% | +$19.5K | 0.03% | 280 |
|
|
2024
Q3 | $87.7K | Buy |
1,940
+482
| +33% | +$21.8K | 0.02% | 322 |
|
|
2024
Q2 | $63.4K | Buy |
1,458
+409
| +39% | +$17.8K | 0.02% | 341 |
|
|
2024
Q1 | $41.3K | Buy |
1,049
+154
| +17% | +$6.06K | 0.01% | 386 |
|
|
2023
Q4 | $36.3K | Buy |
895
+383
| +75% | +$15.5K | 0.01% | 392 |
|
|
2023
Q3 | $20.2K | Buy |
512
+337
| +193% | +$13.3K | 0.01% | 421 |
|
|
2023
Q2 | $6.93K | Buy |
175
+102
| +140% | +$4.04K | ﹤0.01% | 511 |
|
|
2023
Q1 | $2.49K | Sell |
73
-81
| -53% | -$2.77K | ﹤0.01% | 552 |
|
|
2022
Q4 | $4.8K | Sell |
154
-300
| -66% | -$9.35K | ﹤0.01% | 505 |
|
|
2022
Q3 | $12K | Buy |
454
+64
| +16% | +$1.69K | 0.01% | 424 |
|
|
2022
Q2 | $13K | Buy |
390
+66
| +20% | +$2.2K | 0.01% | 410 |
|
|
2022
Q1 | $11K | Buy |
324
+71
| +28% | +$2.41K | 0.01% | 467 |
|
|
2021
Q4 | $8K | Buy |
253
+229
| +954% | +$7.24K | ﹤0.01% | 428 |
|
|
2021
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 412 |
|
|
2020
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 368 |
|